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Dimensional US Core Equity 2 ETF
DFAC

Overview Fund Activity

853 hedge funds and large institutions have $24.4B invested in Dimensional US Core Equity 2 ETF in 2024 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 357 increasing their positions, 238 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
853
Holders Change
+32
Holders Change %
+3.9%
% of All Funds
12.34%
Holding in Top 10
209
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+2.96%
% of All Funds
3.02%
New
65
Increased
357
Reduced
238
Closed
23
Calls
$2.61M
Puts
–
Net Calls
+$2.61M
Net Calls Change
+$2.61M

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$1.31B
2
WANY
Wealthspire Advisors (New York)
New York
+$262M
3
WA
Wealthstream Advisors
New York
+$119M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$108M
5
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$82.7M

Top Sellers

1
MSWM
McGlone Suttner Wealth Management
Wisconsin
-$62.8M
2
LWM
Liberty Wealth Management
California
-$26.7M
3
SWG
Summit Wealth Group
Vermont
-$25.5M
4
DWM
Diversify Wealth Management
Utah
-$21.4M
5
SW
Simplicity Wealth
New Jersey
-$17.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPCM
176
Cardinal Point Capital Management
Ontario, Canada
$24.5M +$2.01M +58,501 +9%
SW
177
Schulz Wealth
Texas
$24.2M +$1.48M +43,150 +7%
CFA
178
Cahill Financial Advisors
Minnesota
$23.5M +$1.15M +33,455 +5%
VCM
179
Versant Capital Management
Arizona
$23.4M +$141K +4,117 +0.6%
MWA
180
Mills Wealth Advisors
Texas
$23.3M +$1.55M +45,200 +7%
KAM
181
Kraft Asset Management
Tennessee
$23.2M -$257K -7,499 -1%
RFP
182
RCS Financial Planning
Maryland
$23.1M +$636K +18,537 +3%
QHA
183
Quarry Hill Advisors
Minnesota
$23M -$3.09M -90,189 -12%
WAP
184
Wealthcare Advisory Partners
Pennsylvania
$22.8M -$130K -3,798 -0.6%
ACA
185
American Capital Advisory
Idaho
$22.4M -$495K -14,433 -2%
TW
186
Trajan Wealth
Arizona
$22.3M -$391K -11,390 -2%
PF
187
Parker Financial
Washington
$21.6M +$6.98M +204,188 +48%
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$21.2M +$1.82M +53,111 +9%
CFGA
189
Cambridge Financial Group (Arizona)
Arizona
$21.2M +$2.26M +65,884 +12%
NEWAS
190
N.E.W. Advisory Services
Wisconsin
$21.2M +$158K +4,607 +0.7%
FA
191
Financial Alternatives
California
$20.9M -$68.1K -1,986 -0.3%
SIS
192
Strategic Investment Solutions
Illinois
$20.4M +$67.2K +1,960 +0.3%
LFGO
193
Legacy Financial Group (Oklahoma)
Oklahoma
$20.4M -$243K -7,133 -1%
FFG
194
Fiduciary Financial Group
California
$19.9M +$1.97M +57,640 +11%
APP
195
Avantax Planning Partners
Iowa
$19.9M -$47K -1,370 -0.2%
CIAS
196
CFS Investment Advisory Services
New Jersey
$19.9M -$602K -17,566 -3%
RCAG
197
Rehmann Capital Advisory Group
Michigan
$19.7M +$205K +5,911 +1%
CFO
198
CVA Family Office
Colorado
$19.4M +$2.29M +66,892 +13%
IAG
199
Investment Advisory Group
Massachusetts
$19.2M +$155K +4,529 +0.8%
GWM
200
Geneos Wealth Management
Colorado
$19.1M +$4.55M +132,681 +31%
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